Sterling Financial Planning’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Sell |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $2.66M | Buy |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.89M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $38K | Buy |
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